批发价同比下滑超15%，车厘子入“冬”

Core Viewpoint - The price of cherries in China has significantly decreased, attributed to increased supply from Chile and improved logistics, transforming cherries from a luxury item to a more affordable fruit option for consumers [1][3][5]. Supply and Demand Dynamics - The supply of cherries from Chile has surged, with over 22,000 tons shipped in late 2025 compared to only 3,500 containers in the same period the previous year, leading to downward pressure on prices [3][10]. - The logistics advancements, such as the introduction of "cherry express lines," have reduced shipping times from 30-35 days to approximately 22 days, facilitating quicker market entry [4][10]. Price Trends - Retail prices for J-grade cherries have dropped below 30 yuan per pound, a significant decline from the previous year's prices of 50-60 yuan [3][7]. - The wholesale price of cherries has decreased by 15%-25% compared to the same period last year, indicating a shift towards more price-sensitive consumer behavior [7][10]. Market Behavior - The cherry market is experiencing a shift from a luxury item to a more everyday fruit, with consumers now perceiving cherries as affordable compared to other fruits like strawberries [3][7]. - The price volatility is causing challenges for stakeholders in the supply chain, particularly importers and retailers, who are facing difficulties in managing prepayments and inventory due to fluctuating prices [8][9]. E-commerce Impact - E-commerce platforms are intensifying price competition, with some online stores offering cherries at prices around 30 yuan per pound after delivery costs [9]. - There are concerns regarding the clarity of product grading on e-commerce platforms, which may disrupt the market pricing structure [9]. Future Outlook - Despite the current price decline, the long-term outlook for the cherry market in China remains positive, with expectations of continued growth in consumer demand and market expansion [10].